Search results for: “shale”
-
Permian Pipeline Bottlenecks?
This data-file tracks 50 oil and gas pipelines in the Permian basin — their route, their capacity and their construction progress — in order to assess the severity of pipeline bottlenecks. Oil bottlenecks are moderate, but will ease into 2020. Gas bottlenecks are more severe and remain so.
-
Ten Themes for Energy in 2020
Energy transition is maturing as an investment theme. ‘Obvious’ portfolio tilts are beginning to look over-crowded. Non-obvious ones are looking over-looked. This note outlines the ‘top ten’ themes that excite us most in 2020, among commodities, drivers of the energy transition, market perceptions and corporate strategies.
-
Ventures for an Energy Transition?
This database tabulates c300 venture investments, made by 9 of the leading Oil Majors. Their strategy is increasingly geared to advancing new energies, digital technologies and improving mobility. Different companies are compared and contrasted, including the full list of venture investments over time.
Content by Category
- Batteries (86)
- Biofuels (42)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (38)
- Company Diligence (89)
- Data Models (810)
- Decarbonization (158)
- Demand (107)
- Digital (53)
- Downstream (44)
- Economic Model (196)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (271)
- LNG (48)
- Materials (79)
- Metals (70)
- Midstream (43)
- Natural Gas (146)
- Nature (76)
- Nuclear (22)
- Oil (162)
- Patents (38)
- Plastics (44)
- Power Grids (121)
- Renewables (149)
- Screen (110)
- Semiconductors (30)
- Shale (51)
- Solar (67)
- Supply-Demand (45)
- Vehicles (90)
- Wind (43)
- Written Research (343)